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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
701
Peoples Financial Services Corp
Pennsylvania
$7K – – –
FGAM
702
Financial Gravity Asset Management
Texas
$7K +$6.02K +108 New
TWA
703
TCI Wealth Advisors
Arizona
$7K +$6.52K +117 New
CWA
704
Clarus Wealth Advisors
Arizona
$7K +$7.02K +126 New
MS
705
Marshall & Sullivan
Washington
$6.83K +$6.07K +109 New
PW
706
Price Wealth
Texas
$6K -$1.9K -34 Closed
MSFP
707
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
AC
708
Avestar Capital
New York
$6K +$557 +10 +8%
IFAM
709
Institutional & Family Asset Management
Colorado
$6K +$613 +11 +13%
GWS
710
Glassman Wealth Services
Virginia
$6K +$4.51K +81 +476%
LF
711
Lee Financial
Texas
$5K – – –
FRA
712
Front Row Advisors
California
$4K – – –
OFW
713
Omnia Family Wealth
Florida
$4K – – –
RIA
714
RPG Investment Advisory
California
$3K -$30.6K -550 -93%
BFC
715
Bedel Financial Consulting
Indiana
$3K -$2.51K -45 -52%
NCM
716
New Capital Management
Texas
$3K – – –
MIM
717
Macroview Investment Management
Maryland
$3K +$56 +1 +2%
TFO
718
Tarbox Family Office
California
$3K +$1.67K +30 +125%
CFC
719
Coyle Financial Counsel
Illinois
$3K +$2.67K +48 New
ML
720
McAdam LLC
Pennsylvania
$2K -$24.5K -440 -94%
TFA
721
Transamerica Financial Advisors
Florida
$2K -$279 -5 -21%
AWM
722
Avior Wealth Management
Nebraska
$2K -$223 -4 -13%
IF
723
Ironwood Financial
Arizona
$2K – – –
WWMSC
724
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
LFA
725
Legacy Financial Advisors
Kentucky
$2K +$223 +4 +16%
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